InSight

Tag: Planning

Articles
Peter Locke

Divorcing Women and their Unheard Financial Goals

Financial problems are one of the most cited causes of divorce and crafting a Divorce Financial Plan can be your best opportunity for a new start. The compounding stresses of money management and home economics can act as an accelerant for

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Articles
Kevin Taylor

Divorce Playbook: Avoiding Financial Victimhood

The most common mistake person going through a divorce can make, is being uninformed about their joint finances before agreeing to divorce. If your spouse has always handled all of the financial decisions in your household; you may find don’t

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Articles
Kevin Taylor

The 8 Financial Musts when Considering a Divorce

Learn and document what you already have. First work to become familiar with what is known. List out every account that you have, its location, the current balance, if and how it’s invested, and what the liquidity situation is like.

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Articles
Kevin Taylor

Divorce Playbook: When Should You Consider Mediation 

Alternatives to the courts for legal separation are called mediation and determining early on if this arrangement is right for you can be important to moving forward. The relationship you have with your spouse might determine much of this, but

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Articles
Kevin Taylor

What is the CIMA® Designation?

Mandatory vs. Voluntary designations? Several of the designations involved in our industry are often associated with being a mark of distinction. Series exams, for example, are often cited as a way clients will understand the legitimacy of their advisor. And

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